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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $604,522 | $174,379+246.7% | $152,093+297.5% | $138,895+335.2% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 11.95% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $809 | $4,652-82.6% | $4,175-80.6% | $4,194-80.7% |
| Participant deferral / active EE | $3,578 | $6,159-41.9% | $5,451-34.4% | $6,396-44.1% |
| Admin fee / account holder | $7,739 | $16,880-54.2% | $14,497-46.6% | $12,562-38.4% |